Peter began his career in 2005 as part of Equitable's Retirement Benefits Group, where he focused on serving municipal employees. Today, Peter provides comprehensive, goals-based financial planning for individuals and families, helping clients achieve their financial objectives with a personalized, relationship-driven approach. Throughout his tenure, Peter is qualified as a Million Dollar Roundtable Advisor and has received several accolades including Equitable's Hallmark and Centurion awards.
With a deep understanding of portfolio construction and product placement, Peter leverages a broad range of financial tools to build effective strategies tailored to each client’s unique needs. His ability to connect with clients and provide clear, informed guidance has been a cornerstone of his success.
Peter holds FINRA Series 7 and 66 licenses, along with Life, Accident, and Health insurance licenses.
In his free time, Peter enjoys traveling with his family, spending time on Cape Cod, and supporting youth sports. A dedicated Boston sports fan, he brings the same passion and commitment to his clients that he does to his community.
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